Org Set Up

The first step in setting up your platform is to configure how content, creators, and access are organized. Each organization has its own users, roles, branding, and dashboards. The diagram below shows how roles, content, and viewers fit together — followed by a breakdown of each role and how to manage them.

User Roles

• Admin — Add and manage users, control dashboards, moderate live streams, manage content and settings. Can see organization-wide analytics.
• Creator — Produce live broadcasts, create recordings, and manage their own content. See only their own dashboard and stats.
• Producer — Monitor and manage live content, assist with moderation, and support creators during broadcasts.
• Programmer — Manage content workflows: review incoming clips, run approval pipelines, schedule publishing, and oversee content moving through Hooks and the Clip Manager.
• Moderator — Moderate chat during broadcasts. Assigned per stream by a host or admin.
• Co-Host — Participate in a specific stream or recording. Does not need to be a member of the organization — invitation grants access to that session only.

Adding Sub-Organizations

Admins can create sub-organizations to segment teams or sub-brands:

• Parent organization admins can manage child organizations.
• Child organization admins cannot see or manage the parent.
• Each sub-organization has its own set of users and content.

Managing Users

Users with admin permissions can add, edit, or remove other users from the Users section under Producer Tools:

1. Navigate to Producer Tools > Users.
2. Click Add User and enter their email address.
3. Assign a role (Admin, Creator, Producer, Programmer, or Moderator).
4. The user receives an email invitation to set up their account.

Co-Hosts

Co-hosts have similar permissions to a creator within a stream or recording, but they are not necessarily members of the organization. Inviting a co-host gives them access to that specific session only.

To add a co-host:

1. Enter the email address of the person you want to invite (up to 5 co-hosts per stream).
2. Include an optional message.
3. The co-host follows the link in their email to join.
4. Once invited, they appear in your contacts list for easy re-inviting in the future.

Theme Configuration

Each organization can customize its appearance and behavior through theme settings:

• Branding — Colors, logos, and images.
• Feature flags — Enable or disable specific features (guest call-in, SSO, sponsorship data, etc.).
• Onboarding — Configure the first-time user experience, including tutorial videos and self-signup options.

Authentication

Pick the sign-in experience that fits your team. You can enable one or combine them — for example, SSO for internal staff alongside email/password for external creators.

• Email & Password — The default option. Users sign up or are invited by email and set their own password. Best for small teams, external creators, and contractors.
• Single Sign-On (SSO) — Authenticate users through your existing Identity Provider (Google Workspace, Okta, Azure AD, and others). Supports both SAML and OpenID Connect. Recommended for enterprise teams that want centralized access control. See the SSO setup guide for configuration details.
• Hybrid (SSO + Email) — Run both methods at the same time. Internal users sign in via SSO; external collaborators (such as guest creators or co-hosts) use email and password. Useful when your roster mixes employees with outside talent.

Authentication is configured per organization. Contact your HotMic admin or reach out to us to enable SSO or change the active method.